CapMrkt KGB @CapMarketKGB
seeker of ~risk-adjusted~ returns. educational purposes only. DMs open. The Gulag Joined December 2021-
Tweets349
-
Followers3K
-
Following273
-
Likes108
CapMrkt KGB retweeted
Private Equity - Mapping of the middle market in the UK 🇬🇧
2
3
23
5K
19
Download Image
CapMrkt KGB retweeted
Private Equity - Mapping of the DACH middle market 🇩🇪🇨🇭🇦🇹
I’m not sure the Italian PE industry has cumulatively since the beginning of time returned a 1x DPI (half joking)
I’m not sure the Italian PE industry has cumulatively since the beginning of time returned a 1x DPI (half joking)
CapMrkt KGB retweeted
Private Equity - Mapping of the French Middle Market ecosystem 🇫🇷🐓
Stonepeak Infrastructure Fund V (Jan-24) drive.google.com/file/d/1J8hWZs…
MCR Hospitality Fund IV (Jan-24) drive.google.com/file/d/1ji1ycs…
Ares US Real Estate Opportunity Fund IV (Dec-23) drive.google.com/file/d/1YBGIdi…
Penzance Real Estate Fund III LP (Nov-23) drive.google.com/file/d/1013wI4…
Hunter 🌆 @rhunterh
16K Followers 2K Following Talking REITs for @armadaetfs, Listed real asset situations and other investment truths at Lewis Enterprises / @DailyGalbraith
D @d_rose92
3K Followers 2K Following Not Investment Advice | just some dope on the internet | Do Your Own Due Diligence. DMs open.
crossdefault @crossdefault
9K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
JL @spooky_JL
8K Followers 1K Following Former GP @ Company of the West • financial engineering appreciator • pro-gas stove single issue voter
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Moses Kagan @moseskagan
142K Followers 4K Following Owns $200MM of apartment buildings (w investors). Manages 1,000 apartments. Co-founder: @reconvenela & @reseedpartners. Join my mailing list here ⬇️
EB (On Loan) @EllliotttB
23K Followers 941 Following Not Commercial Real Estate; Metaverse SMB search funder; Opinions are someone else’s
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Sterling Capital @jay_21_
6K Followers 751 Following
Baba Ghanoush Holding.. @BabaGhanoushLLC
4K Followers 2K Following
Miriam F @MiriamF978788
2 Followers 72 Following
BeachBumCapital @beachbumcapital
2K Followers 5K Following Rum & Equities...what can go wrong : Not investment advice; do your own due diligence
Ryan @ryanproforma
92 Followers 409 Following Working in REPE across all major asset classes | Lifelong learner interested in Startups, Real Estate, and History 🇺🇸
Megan Paul @MeganP30342
0 Followers 1 Following
Nguyet Sau @NguyetSau36220
69 Followers 5K Following
Zane Balkissoon @ZaneBalkissoon
2 Followers 13 Following
HSDLF @HSorate
124 Followers 629 Following
charles chua @charles75602632
339 Followers 2K Following
Y.P @thinkwithakupp
445 Followers 2K Following Interested opinionist, oh and I love baseball. Work in Healthcare, dabble in RE.
Mike Kimelman 🏴.. @mikekimelman
14K Followers 5K Following Father, Investor, Advisor & Author of Confessions of a Wall Street Insider. Financial & Self Mastery. Wartime Consigliere. https://t.co/l9ehD31dR0 🇺🇸 ✡️ ✝️
David Hallisey @davehallisey16
1 Followers 342 Following
Sten02061215 @UwishUknew02
37 Followers 71 Following
j @pieces917
20 Followers 634 Following
Kharys Blackhelm @KharysBH
14 Followers 32 Following
Víctor Figuerola @vifus_figue
55 Followers 38 Following Barcelona - Culturista. (Pero de la cultura moderna).
RC @RCOT1948
43 Followers 507 Following
chapter2 @CathyT61970
5 Followers 137 Following
Phrygian Capital @PhrygianCapital
145 Followers 3K Following performance not past results guarantee does
Lee Minton @LWM3FS
0 Followers 63 Following
Colin Dunn @cdunnrunn
49 Followers 407 Following
Ca$h @c100sh
2K Followers 3K Following
jt3 @TommyConaty
122 Followers 606 Following
Spencer Rolfe @spencer_rolfe
53 Followers 488 Following
Theo Hicks @theohicksLP
432 Followers 138 Following Taking my talents to passive LP investing | Exposing GP Shenanigans
Kyle Yuan @kylecyuan
2K Followers 587 Following
Hung Tran @Ben_Bao_Hung
105 Followers 587 Following
Jonathan Mathew @Jonatha79213409
30 Followers 191 Following
Michael Pertnoy @mpertnoy
440 Followers 1K Following Growth Investor | Entrepreneur | Media & Tech Executive | Award-Winning Filmmaker | Miami Native
Alvaro @_Alvaross__
111 Followers 569 Following
Nick Chapman @NickChapma67466
2 Followers 300 Following
Christian Stenberg @ChristianStenb3
56 Followers 186 Following Christian Stenberg has work experience from Barclays Capital, Erik Penser Bank, M&G Investments and JP Morgan. All views, posts and opinions shared are my own.
Just @Beighta173581
263 Followers 2K Following
911nyc @dunstonalmeida
356 Followers 2K Following
TheFakeDeal @TheFakeDealNYC
89 Followers 264 Following Primarily Insider Insight. RE Egos Can’t Keep Secrets.
Peter Goodwin @peterbgoodwin
199 Followers 3K Following
kevin @knightkevinz
134 Followers 855 Following
Tesheeth @tesheeth63672
257 Followers 4K Following
High Yield Harry @HighyieldHarry
96K Followers 187 Following Levered Finance Memes & Satire. Parodying Finance. Instagram FinMeme Account. Sign up for my Credit and Buyside focused Newsletter ⬇️
Hunter 🌆 @rhunterh
16K Followers 2K Following Talking REITs for @armadaetfs, Listed real asset situations and other investment truths at Lewis Enterprises / @DailyGalbraith
litquidity @litcapital
360K Followers 981 Following founder @ litquidity capital // meme slinger, investor, advisor // newsletter @exec_sum // scout @baincapvc
Busted_Auction @BustedAuction
9K Followers 750 Following Special Situation PE | Trying Not to Get Fired So I Don’t Have to Work in Corp Dev | UPDATE: Not Fired, Working in Corp Dev
D @d_rose92
3K Followers 2K Following Not Investment Advice | just some dope on the internet | Do Your Own Due Diligence. DMs open.
crossdefault @crossdefault
9K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
junkbondinvestor @junkbondinvest
22K Followers 859 Following Credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations. Lots of satire.
CAGR Party 📈 @CAGR_Party
13K Followers 996 Following Former under-qualified PE associate | Readin’ CIPs and buyin’ dips | I eat synergies for breakfast
MM PE Backed CFO @cfo_mm
13K Followers 607 Following Middle Market Private Equity Backed CFO. It’s as exciting as it sounds. I have a sub-3% mortgage. [email protected]
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
JL @spooky_JL
8K Followers 1K Following Former GP @ Company of the West • financial engineering appreciator • pro-gas stove single issue voter
The Institutional Lim.. @holistic_pm
2K Followers 242 Following Instituonal Investor. Private Markets (PE, PD, Infra, Real Estate): €1Bn+ invested. Primaries & direct Secondaries. Sharing insights on markets, deals & GPs
JV @AyyouEm
5K Followers 754 Following Leverage is the Beverage. TMT, Healthcare & misc generalist deathtraps. Credit of all flavors.
Shashankh Aryal @aryal1994
7K Followers 823 Following Thematic real estate investor @peakvortexcap Ex: @jpmorgan, GI Partners Real Estate Private Equity
Swaney Group Capital @privateinequity
22K Followers 1K Following Industrials focused private markets firm | We revive nascent manufacturing businesses - Don’t close your plant! | Our Operating System is open source
ExcessDefaults @ExcessDefaults
615 Followers 201 Following
Chris Pronger @chrispronger
124K Followers 574 Following Hockey Hall of Fame, Stanley Cup Champion, 2x Olympic Gold Medalist, multi 9 figure athlete, entrepreneur and a highly sought after International Speaker
EB (On Loan) @EllliotttB
23K Followers 941 Following Not Commercial Real Estate; Metaverse SMB search funder; Opinions are someone else’s
llano grande @llanogrande1111
365 Followers 158 Following I don't know half of you half as well as I should like; and I like less than half of you half as well as you deserve.
PlutoCapital @PlutoPCapital
85 Followers 60 Following
Joel Cohen @joelmcohen
14K Followers 289 Following Member of the investment team at MIT Investment Management Co, writing especially for emerging managers + early career investors (https://t.co/opkgBmzwUj)
Greensplatt Capital @GreensplattCap
2K Followers 444 Following
Rev Cap @rev_cap
14K Followers 2K Following Cyclicals Investor. Anon for now. A lot on Housing, Fed Policy, and the Business Cycle
Amanda Harris @_AmandaHarris
726 Followers 270 Following Special Situations Credit by day. Michigander lost in Manhattan always. Happy place is where the wild things go #GoBlue #FindYourPark #ProtectPublicLands
Partridge Capital @PartridgeCap
547 Followers 816 Following
Amit Agrawal @realAmitAgrawal
57 Followers 682 Following Ex-Tiger Cub Analyst. Passionate about technology, healthcare and investing. Now pay $8. (DMs open. Not investment advice)
HoldCo Harry @HoldCoHenry
27 Followers 384 Following
Fulcrum Security @snonsence
177 Followers 1K Following
Notwithstanding the F.. @EVtoTAM
373 Followers 774 Following “Special Situations” tech PE investor; recovering activist investor in shitco value traps; former IB / MF PE
ZL @downsideprotect
380 Followers 1K Following
Ch®️istie 📈 @ROIChristie
32K Followers 2K Following 👩👧Director @CAIAAssociation. allocator & board member. @utexasmba. alts, public mkts, PE / VC, hedge funds, energy, FI, risk mgmt
Special Situations �.. @distressedbr
3K Followers 110 Following Brazilian Investment Allocator. Private Equity Junkie. Quanto pior, melhor
Ari Sass @FullySynergized
9K Followers 1K Following I like adjusted, pro forma, fully synergized, constant currency, non-GAAP EBITDA and Factory Records.
synergy potential @SynPotential
2K Followers 1K Following wannabe capitalist. current: director, investment banking
Upper Deck Capital @UpperDeckCap
1K Followers 712 Following occasional provider of adverse selection.
CoVestSelect @CoVestSelect
1K Followers 0 Following Professional account for CoVest Select, the small cap equity co-investment platform. Entertainment & discussion purposes only. Nothing herein is a solicitation
Real Assets Value @RealAssetsValue
3K Followers 1K Following Trying to build wealth and learn something investing in listed real estate
BM98 @TianoB98
49 Followers 964 Following
CuiBono @CuiBonoCapital
3K Followers 2K Following Skeptically optimistic. This time isn't different, 90% of the time. The Age of Hyperbole. Buy high, sell low. I like oysters and cocktails.
Steads @winsteadscap
10K Followers 448 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
AFin @AFinerman
66 Followers 2K Following
Eric Newcomer @EricNewcomer
40K Followers 3K Following Founder + author of Newcomer – a startups and VC newsletter & events company. Host summits, including Cerebral Valley AI Summit Subscribe https://t.co/ptjq4pjVS9
@DadInvest JD: Doesn't sound like you're ready to sell. We have two similar buildings in the area that we could pursue at 275/sf if you're interested in expanding your holdings W: That price is way off, they're both listed for 150/sf or less... JD:
@CapMarketKGB You’re right, cumulatively at the deals level I think it returned approx 1.3x so probably not far from 1x DPI
@CapMarketKGB also worth studying DPI of italian companies acquired by non-italian sponsors after italian PE ownership (half joking)
@PinkPoloShorts @CapMarketKGB this is a good PSA
@PinkPoloShorts @CapMarketKGB compelling stuff here, should hit hard cap of $1B np
@CapMarketKGB Good to see Merritt still out there hitting the IR circuit for Ares! It’s interesting that their 2012 vintage fund is mediocre, given how strong you’d think that vintage was/is.
@CapMarketKGB Just came across your account, automatic follow! I am on a PD process in Spain, does your network have access to the Spanish PDs strategy presentations? (main names are Tresmares, Alantra, Oquendo, Arcano)
@CapMarketKGB @jclarkson203 I’m going to put the psers track record on my deck but put my logo on it and when people pass I’m going to say it was good enough for the teachers of PA
.@CapMarketKGB not one of those slide decks has a destination summary of past mid-year LP boondoggles and this year's YE wine selection, plx fix
@jay_21_ For all of us non subscribers, what are they?
Artemis Real Estate Partners Fund IV drive.google.com/file/d/1fuOcyu…
@jclarkson203 @SMTuffy In any event - wanna go Quail hunting?
Alpha
Real Estate Track Records (12/31/22)
I told you, we're going to look at these value-add returns one more time and then you can leave.
Real Estate Track Records (12/31/22)
Very excited for me to come home from work Praying that 2H sees some growth to value rotation but maybe that never happens again in our lifetimes 😂
Trends for United States
197 B posts
64,3 B posts
108 B posts
36 B posts
30,2 B posts
98,6 B posts
98,6 B posts
10,6 B posts
16 B posts
140 B posts
12,4 B posts
3.231 posts
16,1 B posts
5.583 posts
4.002 posts
1.547 posts
3.310 posts
7.152 posts
2.650 posts
9.530 posts
You might like
CF
@Clearingfog_
5K Followers
JV
@AyyouEm
5K Followers
Downside Case
@DownsideCase
4K Followers
Busted_Auction
@BustedAuction
9K Followers
Matt Harney
@SaaSletter
4K Followers
Bucket Shop Capital
@bucketshopcap
11K Followers
D
@d_rose92
3K Followers
The PE Guy
@PEBites
5K Followers
Levered ShitCo
@FatBearCapital
3K Followers
TidalCap
@TidalCap
3K Followers
crossdefault
@crossdefault
9K Followers
Greensplatt Capital
@GreensplattCap
2K Followers
Hamlet
@inwoodcapital
3K Followers
Hot Dog Capital
@HotDogCap
5K Followers
Tokamak
@GrandTokamak
7K Followers